AlphaCentric Advisors’s Principal Financial Group PFG Stock Holding History

AlphaCentric Advisors’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$132K	Buy	+1,462	New	+$134K	0.13%	192
2023 Q4	–	Sell	-1,308	Closed	-$94.3K	–	272
2023 Q3	$94.3K	Sell	1,308 -140	-10%	-$10.9K	0.05%	203
2023 Q2	$110K	Sell	1,448 -70	-5%	-$5.05K	0.06%	199
2023 Q1	$113K	Sell	1,518 -76	-5%	-$6.45K	0.08%	176
2022 Q4	$134K	Sell	1,594 -315	-17%	-$27K	0.13%	139
2022 Q3	$138K	Buy	+1,909	New	+$137K	0.14%	136
2021 Q4	$86K	Buy	+1,189	New	+$83K	0.03%	168
2021 Q2	–	Sell	-6,283	Closed	-$377K	–	235
2021 Q1	$377K	Sell	6,283 -71	-1%	-$3.96K	0.13%	61
2020 Q4	$315K	Sell	6,354 -501	-7%	-$22.9K	0.13%	40
2020 Q3	$276K	Sell	6,855 -453	-6%	-$19.3K	0.13%	31
2020 Q2	$304K	Buy	+7,308	New	+$267K	0.17%	26

Other funds holding PFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AlphaCentric Advisors's PFG Position: Q1 2026 in Review

AlphaCentric Advisors opened a new position in Principal Financial Group (PFG) in Q1 2026: 1,462 shares worth $132K. The stake represents 0.13% of the portfolio and ranks #192 among its holdings. This is a return to the name: AlphaCentric Advisors previously reported a position in PFG as recently as Q3 2023.

AlphaCentric Advisors first reported a position in PFG in Q2 2020 and has held it in 11 quarters since. The position peaked at $377K in Q1 2021. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

AlphaCentric Advisors held 1,462 shares of Principal Financial Group worth $132K as of Q1 2026.
Principal Financial Group was a new AlphaCentric Advisors position in Q1 2026.
Principal Financial Group made up 0.13% of AlphaCentric Advisors's portfolio in Q1 2026, its #192 holding.
AlphaCentric Advisors first reported a position in Principal Financial Group in Q2 2020 and has held it in 11 quarters since.
AlphaCentric Advisors's Principal Financial Group position peaked at $377K in Q1 2021.
909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on AlphaCentric Advisors's 13F filing for Q1 2026, filed 7 May 2026.